Trial Ending? How do I pay for my account?

Overview

If your SmartVault Trial is ending and you want to subscribe to the SmartVault service, you'll see notifications prior to the trial expiration date such as these on your desktop or when you sign in to SmartVault portal.

Desktop Notification

Client Portal Notification

Cause

Your trial is expiring and the system is requiring you to put in your credit card or your credit card information is no longer valid.

Resolution

Click the link in either of the dialogs above and follow the prompts. Depending on your SmartVault plan and the cause of your account expiring, your payment information screen will look similar to one of the examples shown below.

SmartVault Trial Ended

Expired Credit Card

Fill out your payment information and click on the green "Purchase" or "Update Payment Information" button to confirm.

Please Note: By default, the Annual payment plan will be selected on the payment information screen. Annual payment plans are eligible for discounts and are required on certain plans, such as SmartVault Tax plans.

Alternate Resolution

If you would like to switch from a trial to a fully operational account or simply want to change the credit card that is billed on your account, you can do so at any time by following these steps: